Jeffrey Martin
Jeffrey Martin is a registered investment advisor at Wealth Watch Advisors, INC, based in Chandler, AZ, with 14 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 3,533 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Watch Advisors manages your investments through third-party sub-advisors. The annual management fee ranges from 0.77% to 1.95% of your portfolio, calculated monthly based on the average daily balance. This fee covers Wealth Watch, the sub-advisor, and the registered investment representative. A technology fee of up to $40 per account is assessed annually. Discounted fees are available based on the total value of your household's managed assets. Fees are negotiable within the stated range.
Location
Chandler, AZ
Get directionsHistory
Regulatory History (2)
Criminal
September 2013Customer Dispute
March 2007Other Business ActivitiesSells Insurance
Jeffrey sells life, health, and annuity products through multiple carriers as an independent contractor. This activity takes about half of his time.
Employment History
Current Registrations
Wealth Watch Advisors, INC
Previous Registrations
Horter Investment Management, LLC
Triumph Wealth Advisors, INC.
Taylor Capital Management INC.Broker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.